I became a financial advisor after a successful career in technology. As a client, I wanted someone to sit down with me, look at where I was at based on where I wanted to be and give me real guidance.
In 2015, I came to Edward Jones because of its culture. My clients come to me because I take the approach I wanted. I don't try to be everything to everyone. I work to understand the “why” behind your goals, develop a strategy for them, and work with you throughout your life to help accomplish them. It isn’t just about investments; it’s about creating a panoramic view for your goals and listening to your concerns.
Do you have questions like these:
- Will I be able to maintain, or improve, my lifestyle through retirement?
- I want to work because I want to, not because I have to; can I?
- I just lost my spouse, and I don’t understand all of this. Will you listen to me, and help me?
- How can we make sure I'm not a burden to my family if my health changes.
- What happens if…?
My branch partner, Kelly DeGarmo, and I think of you as family when we all choose to work together. Our relationship starts by getting to know each other and building trust. We are committed to creating a long-term relationship with you and your family. Our advice isn’t a one-time event. We provide consistent and proactive communication to keep you informed and on track. More importantly, we care about you as a person.
I've been married to my wife, Michelle, since 2004. We have two kids; Kylah, a dancer, and Conner, a sports nut with a passion for hockey. We live in Walker and enjoy spending time with friends, family and clients.
Outside the office, I play and coach hockey. As a family, we love boating and traveling. Because of our children and the many interests we each have, it is important to stay on track with our financial goals so we can continue to do these things. I’d like to help you do the same.
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Business Retirement Plans
- Portfolio Reviews
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Coaching Sports